Set Search Customer Entry to default all

Yahoo Archive
1
Thanks Rick, it worked perfectly.

Now I have the challenge of logging as every user and two different databases to distribute the change, it will take awhile.

Justin

--- In vantage@yahoogroups.com, "that_guyy" <rbird@...> wrote:
>
> Create a 'Default' Named Search for each user (since Named Searches are user specific, like a personalization):
> 1. Open Customer Maintenance
> 2. Click on the 'Customer' Button or the binoculars icon do open a search.
> 3. Click on the 'Named Search' button
> 4. Once the 'Named Search Options' window opens select the New Icon to create a new Named Search.
> 5. Give the Named Search a ID & Description (ID cannot contain spaces), somethink like Default and Default All Customers
> 6. Leave the Search Type to 'Basic Search'
> 7. Notice that a sample of the search criteria is displayed, set the default settings for this Named Search (Set Customer Type to '<ALL>')
> 8. Select the 'Options' tab and check the box that is labeled 'Default'
> 9. I suggest also unchecking 'Return All Rows' and enter >=100 in the Maximum Rows Returned field.
> 10. Click 'Save' and close out of the windows until you are back at the Main Menu. Now open up the program and bring up the Search, you should have <ALL> defaulted.
>
> This will need to be applied per user
>

>
2
Our company has many suspects and prospects. I am starting to see duplicates because people forgot to select all, the default is customers.

Thanks

Justin
3
Create a 'Default' Named Search for each user (since Named Searches are user specific, like a personalization):
1. Open Customer Maintenance
2. Click on the 'Customer' Button or the binoculars icon do open a search.
3. Click on the 'Named Search' button
4. Once the 'Named Search Options' window opens select the New Icon to create a new Named Search.
5. Give the Named Search a ID & Description (ID cannot contain spaces), somethink like Default and Default All Customers
6. Leave the Search Type to 'Basic Search'
7. Notice that a sample of the search criteria is displayed, set the default settings for this Named Search (Set Customer Type to '<ALL>')
8. Select the 'Options' tab and check the box that is labeled 'Default'
9. I suggest also unchecking 'Return All Rows' and enter >=100 in the Maximum Rows Returned field.
10. Click 'Save' and close out of the windows until you are back at the Main Menu. Now open up the program and bring up the Search, you should have <ALL> defaulted.

This will need to be applied per user

-Rick Bird
IT Software Administrator
Rowmark, LLC.


--- In vantage@yahoogroups.com, "just_check" <justrichpower@...> wrote:
>
> Our company has many suspects and prospects. I am starting to see duplicates because people forgot to select all, the default is customers.
>
> Thanks
>
> Justin
>